Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets cover art

Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets

Tech IPO Conversations with Fexingo: Public Software Companies and Capital Markets

By: Fexingo
Listen for free

Lucas and Luna dissect the mechanics of software IPOs — from S-1 filings to aftermarket trading — using real-time market data and regulatory filings. Each episode examines one recent or upcoming public listing, pricing dynamics, underwriter influence, and secondary market performance. Lucas brings journalistic rigor to valuation metrics, lockup periods, and direct listings versus traditional IPOs; Luna challenges assumptions about growth sustainability and insider selling. They analyze SPAC merger terms, IPO pops, and post-listing earnings trends with specific numbers and named companies. This show serves equity analysts, venture investors, and founders weighing exit strategies who want grounded analysis of how software companies transition from private to public markets. Conversations range from the mechanics of bookbuilding to the signaling effects of dual-class structures. What does a 20% first-day pop actually tell you about a company's long-term prospects? How do interest rate changes alter the IPO pipeline? #TechIPOs #SoftwareCompanies #CapitalMarkets #PublicOffering #IPOAnalysis #S1Filing #Valuation #Underwriting #DirectListing #SPAC #SecondaryMarket #LockupPeriod #EarningsReports #MarketData #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. Economics
Episodes
  • How Post-IPO Companies Use Staggered Lockups to Steady Stock

    How Post-IPO Companies Use Staggered Lockups to Steady Stock
    Jul 4 2026
    In this episode of Tech IPO Conversations, Lucas and Luna explore how post-IPO companies are increasingly using staggered lockup expirations to prevent the stock-price cliff that often follows a standard lockup. Using recent data on companies like Palantir and Rivian, they discuss the mechanics of phased lockups, the signals they send to markets, and why investors should pay attention to the lockup calendar. The conversation also touches on how companies are balancing insider liquidity with price stability in the current market environment. #PostIPO #LockupExpiration #StaggeredLockup #Palantir #Rivian #StockPriceStability #InsiderSelling #IPO #CapitalMarkets #TechIPO #Business #Finance #IPOStrategy #LiquidityManagement #EquityMarkets #PublicCompany #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    10 mins
  • How Post-IPO Companies Use Lockup Expirations Strategically

    How Post-IPO Companies Use Lockup Expirations Strategically
    Jul 3 2026
    Episode 89 of Tech IPO Conversations digs into the mechanics and strategy behind lockup expirations for post-IPO companies. Hosts Lucas and Luna explore why lockup periods exist, how companies and early investors approach the end of the lockup, and what it means for retail shareholders. They use Rivian's 2021 IPO and its lockup expiration in 2022 as a concrete case study, referencing Rivian's recent 19.2% five-day rally as context for how lockup dynamics can shift. The hosts also discuss how companies like Palantir (up 14.5% in five days) navigated lockup expirations with pre-arranged trading plans and insider selling windows. Whether you're an employee with equity, an early investor, or a public market participant, understanding lockup expirations is key to reading post-IPO price action. This episode delivers a clear, conversational breakdown without hype, grounded in real market data from July 3, 2026. #LockupExpiration #PostIPO #Rivian #Palantir #IPO #InsiderSelling #EmployeeEquity #CapitalMarkets #PublicMarkets #Business #Finance #Technology #StockMarket #IPOStrategy #EquityCompensation #FexingoBusiness #BusinessPodcast #TechIPOConversations Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    8 mins
  • How Post-IPO Companies Use Direct Listings to Go Public Without Underwriters

    How Post-IPO Companies Use Direct Listings to Go Public Without Underwriters
    Jul 3 2026
    In this episode of Tech IPO Conversations with Fexingo, Lucas and Luna explore the growing trend of direct listings for post-IPO companies. Unlike traditional IPOs, where investment banks underwrite shares and set the opening price, direct listings allow companies to list on exchanges without intermediaries. Using recent examples like Spotify, Slack, and Coinbase, the hosts explain how direct listings reduce fees, avoid underpricing, and give insiders flexibility to sell. They also discuss the risks—including price volatility and lack of capital raised—and why companies like Palantir chose a direct listing despite initial skepticism. With Palantir shares up 14.5% in the past five days, the conversation examines whether direct listings are becoming the norm for tech firms wanting more control over their public debut. Tune in for a clear breakdown of this alternative path to public markets. #DirectListing #IPO #PostIPO #CapitalMarkets #Spotify #Slack #Coinbase #Palantir #IPOAlternative #Underwriters #StockMarket #TechIPOs #Finance #Business #FexingoBusiness #BusinessPodcast #TechIPOConversations #PublicMarkets Keep every episode free: buymeacoffee.com/fexingo
    Show More Show Less
    8 mins
adbl_web_anon_alc_button_suppression_t1
No reviews yet